Estate Planning
A common concern of many investors is to find the most effective way of transferring wealth to the next generation, or others, in an orderly and efficient way, and with the certainty that their wishes will be respected.
In addition to advice on the professional management of the patrimonial assets, Reliance Capital offers its clients advice in estate planning assisting them in the selection of the most appropriate alternatives designed to preserve wealth and transfer assets effectively. These alternatives include, for example, Trusts and Foundations in combination with other structures. If necessary, we advise our clients in the selection of legal and tax professionals in order to obtain the optimal solution.